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Yellowfin has the ability to workflow public reports. Approval workflow is useful since it allows many users to author reports but have those reports validated by the designated expert prior to being published to a wider group of users.
Note: Workflow is only applied to public reports. If you save a private report it will not be routed to an approver.
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- If you select 'Users with Functional Access' then all users with the public report function can write to this folder
- If you select a person or expert group - – then only specified users can publish reports into that folder. If a user does not have access to publish to that folder the report will be routed to an Expert for approval.
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If you are a user with 'Public' ‘Public’ report publish rights you will be able to create a public report. However, if you are not the designated expert for the category you wish to save your report into you will see the "This “This Report Requires Expert Approval" Approval” Message.
You can save your report as normal. The report will be routed to an approver for approval as well as sending that person an email prompting them to take action.
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As the approver you will be able to login and see reports awaiting approval in your inbox - – click on the link to approve the report.
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